Non-Profit Resources

The 2nd Annual Non-profit Conference was held on Wednesday, October 10th, 2018 at the University Best Western Inn located in Canton, NY. The four presentations from our Keynote speakers are available for download below, as well as other useful resources for Non-profit organizations. 

Presentations from our Keynote Speakers at the 2018 Non-Profit Conference

Angela Gray, CPA/Principal, Gray & Gray, and Associates Certified Public Accountants, P.C.
Managing & Encouraging Planned Giving and Tax Deductible Gifts - Click Here to Download Presentation

Andrew Marietta, Vice President, Regional Development, New York Council of Nonprofits
Non-profit Compliance: Procedures, Documentation, Bylaws and More - Click Here to Download Presentation

Diane Leonard, President/Owner, DH Leonard Consulting & Grant Writing Services, LLC
Collaboration Strategies: Case StudiesClick Here to Download Presentation

Andrew Forman, Founder, and CEO,
Millennial Giving and EngagementClick Here to Download Resource


Additional Non-Profit Resources

New York State Paid Family Leave - PFL (paid family leave) applies to nonprofits and is applicable to all private employers (of one or more employees). 

Directors and Officers (D&O) Insurance
There are a lot of misconceptions with D&O Insurance. Nonprofits and their boards sometimes have the idea that D&O covers debt (like a loan default) or stolen funds.  In general, the purpose and value of D&O Insurance are not clear for many nonprofits and their boards.

  • An article published by Alliance of Nonprofits for Insurance regarding Directors and Officers Insurance - Click Here to Download PDF